Get to know Jeanne
Favorite Smell
Freshly laundered sheets & ocean air
My Inner Beast
An elephant – wise & quietly powerful
Never Have I Ever
Gotten a tattoo
I’d Eat That
Cold pasta straight from the fridge
Motivated By
‘Evolve’
Best New Thing
Using AI to work smarter
Hidden Talent
Parallel parking
Don't Laugh At My…
Lacking sense of direction
Involvement
- Oconomowoc community volunteer
Helping ESOPs Navigate Management Liability Challenges
Many insurance carriers may decline to underwrite or entirely exclude coverage for recently established ESOPs.
Directors & Officers Liability (D&O) insurance for ESOPs excludes claims made under ERISA, and Fiduciary Liability policies often contain exclusions related to ESOP plans. And, ESOP fiduciaries are held to the same high standards of care as ERISA plans.
It’s crucial to work with a broker who specializes in ESOPs, is well-versed in the associated insurance implications, and has access to specialty carriers.
